Off the Road

Off the Road

Our ‘Off the Road’ webinar series allows you to engage with our Technical and Investment teams from afar as they deliver a wealth of useful technical and market-related content.

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Welcome to our 'Off the Road' series

Our ‘Off the Road’ tour delivers a series of technical and investment webinars straight to your PC, so you can keep adding to your industry knowledge from home.

Whether new to the industry, or an experienced adviser looking for a refresher on some of the finer details, these sessions will put you in a strong position to help your clients.

To see what we have in store, select a webinar below, register your details and we’ll do the rest.

About the day

United Kingdom

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Vulnerable Customers
Rachel Vahey
Senior Technical Consultant
AJ Bell

Our Senior Technical Consultant, Rachel Vahey, will be talking to you about vulnerable customers and regulations introduced by the FCA to protect those who may be considered vulnerable.

During this online session, Rachel will help you to understand how potentially vulnerable customers can be identified; why you, as the adviser, must develop a policy and what that may policy comprise; and, to finish off, how the current environment may affect client vulnerability. 

This session is intended for professional financial advisers only.

About Rachel

Pensions and divorce
Lisa Webster
Senior Technical Consultant
AJ Bell

This week, our Senior Technical Consultant, Lisa Webster, will tackle the treatment of pensions following divorce via webinar.

During this session, Lisa will provide insight into the available options in respect of pensions when clients get divorced. She will also look at the practical issues associated with pension-sharing orders, the common pitfalls to be aware of, and the impact of a sharing order on any protections held by the client.

About Lisa

Ethical investing comes of age?
Laura Suter
Personal Finance Analyst
AJ Bell

Ethical investing, or ESG (‘Environmental, Social, and Governance’), has been a buzzword on the edges of the investment industry for decades, but now we’re starting to see people use their savings to back their ethics – with flows into ethical investment strategies starting to rise.

Our Personal Finance Analyst, Laura Suter, takes a look at what’s driving this trend, who the investors are who are backing these strategies and what their goals are. And as more money is drawn into ethical investing, how are investment companies responding? Do we all need to be wary of greenwashing and cynical grabs for assets?

About Laura

COVID-19: Where are the markets now?
Ryan Hughes
Head of Active Portfolios
AJ Bell Investments

This week, Head of Active Portfolios Ryan Hughes takes a look at what has been happening to the global markets during these unprecedented times.

During this session, Ryan will cover the new policy announced by the Federal Reserve and where this all leaves the property market, before providing a roundup of his market outlook for the coming months.

 

About Ryan

Beyond Staveley - Pensions and Inheritance Tax
Charlene Young
Senior Technical Consultant
AJ Bell

This week, our Senior Technical Consultant, Charlene Young, makes her debut in our ‘Off the Road’ webinar series – bringing you all the latest technical knowhow.

During this session, Charlene will put the infamous Staveley case under the microscope following the recent Supreme Court ruling. Charlene will also provide a brief refresher on pensions and IHT, before looking at the current complexities, and rounding off with a look ahead to potential new policies.

About Charlene

ETFs: did they pass the COVID test?
Matt Brennan
Head of Passive Portfolios
AJ Bell

Head of Passive Portfolios Matt Brennan joins us this week to take a look at Exchange-Traded Funds (ETFs) and how they performed during the COVID-19 disruption earlier on in the year.

During this session, Matt will assess active vs passive performance; ETF flows, liquidity and pricing during market volatility; and, to round up, the lessons both investors and advisers can take from 2020.

 

About Matt

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Get in touch

Got a question or want to provide feedback? Contact our events team below

Kirsty Zollinger
Kirsty Zollinger
Events Manager
Email Kirsty
Anya Gorton
Anya Gorton
Events Executive
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